Confluence Wealth Services’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-63	Closed	-$3K	–	436
2021 Q4	$3K	Buy	+63	New	+$3K	﹤0.01%	1105